Good Morning: This is a daily review of the stocks in your portfolio, updated on Wednesday, August 6, 2025 at 12:36 PM (UTC). The data is lagged by ~1 day.
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0767551 | -0.1122652 | 9232.449 | 1 |
| Buy_Hold | -0.1362533 | -0.1962070 | 8654.412 | 1 |
##### AAPL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0106565 | 0.0159317 | 10106.57 | 3 |
| Buy_Hold | 0.0389326 | 0.0586048 | 10327.08 | 1 |
##### AMZN Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.3870003 | 0.6287476 | 13870.00 | 4 |
| Buy_Hold | 0.4754594 | 0.7860414 | 14880.55 | 1 |
##### BA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1384355 | 0.2132851 | 11384.36 | 2 |
| Buy_Hold | 0.3516573 | 0.5672503 | 13457.51 | 1 |
##### BABA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2530537 | 0.3998612 | 12530.54 | 3 |
| Buy_Hold | 0.2714458 | 0.4306093 | 12816.33 | 1 |
##### BYDDY Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0590918 | 0.0893793 | 10590.918 | 3 |
| Buy_Hold | -0.0186366 | -0.0276618 | 9713.524 | 1 |
##### COST Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0000000 | 0.00000 | 10000.00 | 0 |
| Buy_Hold | 0.8494532 | 42.78643 | 22308.69 | 1 |
##### CRCL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.000 | 0.00000 | 10000.00 | 0 |
| Buy_Hold | 1.796 | 17.99853 | 28676.92 | 1 |
##### CRWV Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1543478 | 0.2386590 | 11543.48 | 2 |
| Buy_Hold | 0.2293131 | 0.3604982 | 12286.49 | 1 |
##### EL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0782142 | -0.1143565 | 9217.858 | 1 |
| Buy_Hold | -0.1361385 | -0.1960476 | 8698.820 | 1 |
##### ELF Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2834225 | 0.4507501 | 12834.23 | 2 |
| Buy_Hold | 0.3750000 | 0.6077796 | 13915.66 | 1 |
##### GELYF Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0000000 | 0.0000000 | 10000.00 | 0 |
| Buy_Hold | 0.2779169 | 0.4414801 | 12708.19 | 1 |
##### GLD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0397361 | 0.0598258 | 10397.36 | 2 |
| Buy_Hold | 0.1503280 | 0.2322326 | 11518.93 | 1 |
##### GOOGL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1152636 | 0.1766460 | 11152.64 | 2 |
| Buy_Hold | 0.1664598 | 0.2580884 | 11685.18 | 1 |
##### JPM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0474003 | 0.0714960 | 10474.00 | 2 |
| Buy_Hold | 0.2476655 | 0.3908948 | 12414.43 | 1 |
##### MSFT Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.8103621 | 1.423038 | 18103.62 | 4 |
| Buy_Hold | 1.5744282 | 3.096152 | 25065.88 | 1 |
##### NBIS Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0413862 | 0.0623347 | 10413.86 | 2 |
| Buy_Hold | 1.0912750 | 2.0045042 | 20397.53 | 1 |
##### NET Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0935063 | 0.1425819 | 10935.06 | 2 |
| Buy_Hold | 0.3171272 | 0.5079252 | 13203.47 | 1 |
##### NVDA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1034156 | 0.1580554 | 11034.156 | 2 |
| Buy_Hold | -0.0192044 | -0.0285006 | 9838.322 | 1 |
##### O Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0024053 | 0.0035887 | 10024.05 | 2 |
| Buy_Hold | 0.1087869 | 0.1664714 | 11025.25 | 1 |
##### QQQ Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0023556 | 0.0035145 | 10023.56 | 2 |
| Buy_Hold | 0.1086539 | 0.1662627 | 11025.58 | 1 |
##### QQQM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0329114 | -0.0486761 | 9670.886 | 1 |
| Buy_Hold | -0.0917120 | -0.1336245 | 9058.265 | 1 |
##### SCHD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.2662376 | -0.3697302 | 7337.624 | 1 |
| Buy_Hold | -0.3375594 | -0.4588623 | 6760.108 | 1 |
##### TCMD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1881932 | 0.2932007 | 11881.93 | 1 |
| Buy_Hold | 0.2830178 | 0.4500681 | 12773.08 | 1 |
##### TSM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0194568 | 0.0291507 | 10194.57 | 1 |
| Buy_Hold | 0.0722275 | 0.1095875 | 10857.87 | 1 |
##### V Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0651552 | 0.0986922 | 10651.55 | 2 |
| Buy_Hold | 0.0103018 | 0.0154001 | 10103.02 | 1 |
##### VDADX Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1015662 | 0.1551624 | 11015.662 | 5 |
| Buy_Hold | -0.1004713 | -0.1460535 | 8980.506 | 1 |
##### VDE Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0540099 | 0.0815940 | 10540.10 | 2 |
| Buy_Hold | 0.0486786 | 0.0734464 | 10458.48 | 1 |
##### VOO Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0025299 | 0.0037748 | 10025.30 | 2 |
| Buy_Hold | 0.1083752 | 0.1658256 | 11039.94 | 1 |
##### VUG Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0363874 | 0.054740 | 10363.874 | 2 |
| Buy_Hold | -0.0000744 | -0.000111 | 9969.558 | 1 |
##### VYM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))